Bernardo Wealth Planning LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1765595
HARLEYSVILLE, PA
Position in VCRM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$864,450
+$245,079 QoQ
Shares Held
11,503
+40.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VCRM Over Time
Shares Held
Position Value (USD)
All Filings in VCRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $864,450 | 11,503 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $619,371 | 8,196 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $229,738 | 3,053 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||